Experience

Arden Trust Company

• United States
• Financial Services
• 1 - 100 Employee

• Senior Trust Administrator

  • May 2018 - Present



Christiana Trust Company a Division of WSFS

• Trust Assistant

  • Jan 2017 - May 2018



JPMorgan Trust Co of Delaware

• Newark, DE

• Trust Assistant

  • May 2012 - Aug 2016

  Worked in an office of 50+ Trust Officers and Trust Administrators divided into teams of 1 Officer and 1 or more Administrator(s); a Trust Assistant was then assigned directly to 3 or 4 of those teams to successfully support the management of new and existing Trust Accounts; including: - reviewed daily overdrafts and midget reports to promptly reconcile impacted accounts - analyzed, reviewed and processed trust expenses - liaised and partnered with other internal team markets to support trust administration as needed - booked assets received from external financial institutions; updated market values monthly, quarterly and annually - arranged for transfer of trust assets, paid bills, recorded dividends and interest, etc. • Processed client transactions including wire transfers, standing payments and check processing - CPI System • Coordinated and followed through on client requests • Maintained accurate records of client profiles and their investment details - Workstation • Performed administrative duties and support for Trust Department • Provided Notary Public services as licensed Delaware Notary No. 20140417000002 • Ensured all actions were compliant with State and Federal regulations as well as Bank Policy Show less



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Tax Assistant

  • Feb 1992 - May 2012

  •Processed various tax payments and filings of returns. Created and electronically filed over 200 1099s; 37 W-2s and 354 NRA forms on the Government Forms 1099/W-2 database. •Processed over 300 Private Foundation payments annually through the EFTPS System. Registered and filed approximately 75 NY Attorney General Returns and placed the New York Law Journal Ads for same. •Requested hundreds of personal return estimated/balance due checks on a quarterly basis through the PBIS System. •Performed administrative functions for the Executive Director of the Income Tax Dept. Managed calendar and arranged travel domestically and overseas. Provided itinerary, directions, tickets, meeting invites, etc. to ensure all details are covered. •Handled administrative functions for the staff of 35 plus. Liaison with the Facilities dept.; T & E dept.; and Accounts Payable dept. Show less